Manages the custody trade lifecycle as a broker-facing contact, driving exception resolution, root-cause investigations, standardized operating practices, SLA performance, and workflow improvements. Uses data analytics, BI, automation, and AI capabilities to improve resolution times, reduce manual work, and enhance scalability. Partners with operations teams and stakeholders, delivers knowledge-sharing sessions, and leads measurable process enhancements across regions.
Job Summary As a Trade Lifecycle Manager in the Custody and Depository Operations team, you serve as a broker-facing point of contact across the custody trade lifecycle, partnering with internal operations teams to promote exceptions and breaks through to closure. Job responsibilities About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
- Serve as a broker-facing point of contact across the custody trade lifecycle, partnering with internal operations teams to drive exceptions and breaks through to closure.
- Lead research and investigations with relevant operations managers to understand weekly lifecycle trends, exception themes, and root causes, and translate findings into actionable improvements.
- Build and maintain standardized operating practices across CICS and Depository Operations functions, and deliver periodic knowledge-share sessions to improve consistency and execution quality.
- Use a data-driven approach to identify bottlenecks and performance opportunities, and implement measurable enhancements to lifecycle outcomes (e.g., faster resolution times, fewer repeats).
- Ensure broker queries and requests are handled within agreed SLAs, escalating operational dependencies as needed to deliver timely outcomes.
- Drive automation and workflow optimization initiatives (including use of BI and AI capabilities) to improve transparency, reduce manual touchpoints, and enhance scalability across regions.
- Minimum 10 years in the Financial Services industry, with strong financial markets product knowledge and a solid understanding of the Custody transaction / trade lifecycle (including settlements).
- Strong understanding of data analytics, with hands-on experience using BI tools such as Alteryx and Tableau.
- Knowledge of LLM capabilities and prompt engineering to deliver AI-based solutions using in-house tools and platforms.
- Strong stakeholder management skills and ability to work closely with business partners across Operations and related functions.
- Ability to work under tight deadlines, organize and prioritize effectively, and manage multiple deliverables concurrently.
- Strategic thinking paired with practical execution and ownership.
- Strong oral and written communication and presentation skills, including the ability to convey clear messages to both internal teams and external counterparts (brokers).
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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